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Portfolio Advisory Services
Start Creating your Long-term portfolio with SEBI Registered Investment Adviser, Focus Long term and Achieve your Financial Goals with us .
SEBI Registered Portfolio Advisor in India
We are providing the Portfolio advisory services to all Investors as per your risk profile, You can invest in Potential stocks for the long term to buy Our experienced advisor is dedicated in helping you achieve your financial goals.
We understand the Indian market and have developed a unique approach to investing that helps maximize returns while minimizing risk. We take into account a variety of factors such as macroeconomic trends, sector-specific analysis, and individual needs when constructing portfolios for our clients.
Furthermore, we are committed to providing personalized advice and services that are tailored to each individual’s circumstances. With our extensive experience in the field and knowledge of the Indian market.
Portfolio Advisory Plan Features
We have Two Types of Clients.
1. Client already has a portfolio
- If you already have a portfolio but not earning well, join this plan and provide us the complete details about your investment plan.
- Then Our Investment Adviser will analyze it and pick up the Bad Stocks from your given list that are not useful for you. We will also provide you with the Fresh Recommendations so that you can add them to your portfolio.
- We will also analyze the diversification in your portfolio , if you have done it correctly or not in the past , if not, then we will provide you a way to diversify correctly.
2. Client does not have any Portfolio but wants to start Investment.
- We will pick up Those stocks for you which are undervalued or have a good long-term trend .
- Our Financial Adviser will Analyze your current financial condition and risk-taking capabilities, holding capacity , and return expectations from the market and make a Portfolio for you , which will be diversified and have only valuable assets.
Note: You will have 100% control over your investment/money as we will provide you the advisory services only. We do not trade on your behalf.
- This plan does not provide goal-based planning. To complete your goals on time, you should join our financial advisory service for comprehensive financial planning.
Other Features
- Each stock will have limited Risk & Higher Profitability, and it will be given after research and analysis.
- You should have at least one lakh for this plan, although we prefer that you should have more than 1 lac but you can try our service with 1 lakh capital too
- ** The recommended capital is 5 lac or more.
- No lock-in period. As your stocks and money remain with you, you can enter and exit at your will.
First 6 Months
- Half Yearly Subscription
Renewal Pricing
- Half Yearly Subscription
Payment Options
Activation Procedure
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Payment OptionsSelect the Package and Pay the Required Fee :
- We accept payments by bank to bank Fund Transfer, NEFT / IMPS / Cheque / DD (We don’t accept Cash )
- Please contact us on Whatsapp # +91 987 0250 956 for Bank Details after Filling out the Risk Profile Form, KYC, and Agreement Procedures.
- KYC & Agreements are mandatory for Every subscription.
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Activation Procedure- Select the plan
- Fill out the Form for Risk Profiling.
- Once Risk Profiling is analyzed and Approved with a suitable plan
- Complete the KYC and Agreement Formalities.
- Pay the Fee / Payment.
- Account will be activated after realization of Payment and KYC.
- You will start getting Recommendations or Tips by Whatsapp .
Whatsapp # +91 987 0250 956
What are Portfolio Advisory Services in the Equity Segment?
Portfolio Advisory Services in the Equity Segment are professional services provided by financial advisors / SEBI Registered Investment Advisers to help investors create and manage a well-diversified portfolio of equity stocks based on their financial goals and risk appetite.
What are the benefits of availing Portfolio Advisory Services?
Portfolio Advisory Services offer several benefits, including:
- Professional expertise in stock selection and portfolio management.
- Customized portfolios based on individual financial goals and risk tolerance.
- Diversification across different sectors and market segments.
- Regular monitoring and rebalancing of the portfolio to adapt to market conditions.
How do Portfolio Advisory Services work?
Portfolio Advisory Services begin with understanding the investor’s financial objectives, risk tolerance, and investment horizon. The advisor then recommends a personalized portfolio strategy, selects suitable stocks, and regularly reviews the portfolio’s performance to ensure alignment with the investor’s goals.
How are stocks selected for the portfolio?
Stocks are selected based on fundamental analysis, technical analysis, and market research. Advisors consider factors like the company’s financial health, growth prospects, industry trends, and valuation metrics before adding stocks to the portfolio.
What is the typical investment horizon for a portfolio in the Equity Segment?
The investment horizon can vary based on the investor’s goals. While some portfolios may have a long-term approach, others might have a medium-term or short-term focus, depending on the individual’s financial objectives.
How is risk managed in Portfolio Advisory Services?
Risk management involves diversifying the portfolio across different stocks and sectors to reduce concentration risk. Additionally, the advisor may recommend a mix of large-cap, mid-cap, and small-cap stocks based on the investor’s risk appetite.
Can investors have a say in the stock selection process?
Yes, investors can have a collaborative approach with their portfolio advisor. While the advisor provides recommendations, investors can discuss their preferences and make informed decisions together.
What are the charges for Portfolio Advisory Services?
The charges for Portfolio Advisory Services can vary among different firms. Some may charge a percentage of the assets under management, while others might have a fixed fee or a combination of both.
Can I invest in other financial instruments apart from equity stocks through Portfolio Advisory Services?
Yes, many portfolio advisory services offer recommendations on other financial instruments like mutual funds, bonds, and exchange-traded funds (ETFs) to create a well-rounded investment portfolio But we mostly Concentrate on EQUITY Segment in this plan.
Is there a minimum investment requirement for availing Portfolio Advisory Services?
Yes, some advisory firms may have a minimum investment requirement to avail of their portfolio advisory services. The minimum investment amount can vary among firms.
Before opting for Portfolio Advisory Services, investors should conduct due diligence, understand the advisory firm’s track record, and ensure that the services align with their investment goals. Seeking advice from certified financial advisors can also help in making well-informed investment decisions.
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